Fort Point Capital Partners’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Buy
16,756
+589
+4% +$17K 0.04% 211
2025
Q1
$457K Sell
16,167
-1,348
-8% -$38.1K 0.05% 208
2024
Q4
$399K Buy
17,515
+41
+0.2% +$934 0.04% 218
2024
Q3
$384K Buy
17,474
+441
+3% +$9.7K 0.05% 201
2024
Q2
$326K Sell
17,033
-146
-0.8% -$2.79K 0.04% 236
2024
Q1
$302K Buy
17,179
+94
+0.6% +$1.65K 0.04% 252
2023
Q4
$287K Buy
17,085
+69
+0.4% +$1.16K 0.04% 236
2023
Q3
$256K Buy
17,016
+2,290
+16% +$34.4K 0.04% 223
2023
Q2
$235K Buy
+14,726
New +$235K 0.03% 238
2022
Q4
Sell
-11,633
Closed -$178K 269
2022
Q3
$178K Sell
11,633
-2,441
-17% -$37.4K 0.03% 251
2022
Q2
$295K Buy
14,074
+238
+2% +$4.99K 0.05% 211
2022
Q1
$247K Buy
13,836
+299
+2% +$5.34K 0.03% 239
2021
Q4
$252K Sell
13,537
-1,784
-12% -$33.2K 0.03% 237
2021
Q3
$313K Buy
15,321
+2,866
+23% +$58.6K 0.05% 184
2021
Q2
$271K Hold
12,455
0.05% 135
2021
Q1
$285K Buy
12,455
+1,721
+16% +$39.4K 0.06% 122
2020
Q4
$233K Buy
+10,734
New +$233K 0.05% 124
2018
Q4
Sell
-11,765
Closed -$298K 151
2018
Q3
$298K Buy
11,765
+2,880
+32% +$72.9K 0.09% 105
2018
Q2
$215K Sell
8,885
-13,675
-61% -$331K 0.07% 114
2018
Q1
$607K Buy
22,560
+4,499
+25% +$121K 0.22% 70
2017
Q4
$530K Buy
18,061
+580
+3% +$17K 0.25% 63
2017
Q3
$517K Buy
17,481
+8,814
+102% +$261K 0.25% 69
2017
Q2
$247K Sell
8,667
-36,267
-81% -$1.03M 0.14% 82
2017
Q1
$1.41M Buy
44,934
+3,819
+9% +$120K 0.73% 27
2016
Q4
$1.3M Sell
41,115
-28,071
-41% -$890K 0.71% 29
2016
Q3
$2.12M Buy
69,186
+10,383
+18% +$317K 0.96% 21
2016
Q2
$1.92M Buy
58,803
+43,758
+291% +$1.43M 0.93% 24
2016
Q1
$445K Sell
15,045
-8,056
-35% -$238K 0.23% 60
2015
Q4
$600K Buy
23,101
+9,337
+68% +$243K 0.31% 57
2015
Q3
$339K Buy
+13,764
New +$339K 0.21% 57